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8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I OMB No. 15452224 See separate instructions. Reporting

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How to fill out form 8937 - janus

How to fill out form 8937 - Janus:

01

Begin by identifying the issuer of the underlying stock or securities. This could be a corporation or a mutual fund.

02

Provide the name, address, and Employer Identification Number (EIN) of the issuer. The EIN can usually be found on official documents of the issuer.

03

State the number of outstanding shares of stock or units of the issuer's equity interest. This information can usually be obtained from the issuer's financial statements or other official documents.

04

Determine the fair market value of the outstanding shares or units at the time of the issuer's organizational action. This could be a merger, acquisition, stock split, or other similar events.

05

Calculate the adjusted basis of the outstanding shares or units. The adjusted basis is typically the original purchase price adjusted for any dividends, stock splits, or other adjustments.

06

Determine the amount of cash, stock, or other property distributed to the holders of the outstanding shares or units as a result of the organizational action.

07

Allocate the total consideration received in the organizational action among the outstanding shares or units based on their fair market value.

08

Report the information from steps 1 to 7 on Form 8937 - Janus. Ensure that all required fields are completed accurately.

Who needs form 8937 - Janus?

Form 8937 - Janus is required to be filled out by issuers of stocks or securities who have undergone organizational actions such as mergers, acquisitions, stock splits, or other similar events.

The form provides detailed information about the organizational action and the resulting tax implications for the holders of the outstanding shares or units. It helps the IRS and the holders of the securities to determine the appropriate tax treatment of the transaction.

Issuers who have undergone such organizational actions and have distributed cash, stock, or other property to their shareholders or unit holders need to fill out Form 8937 - Janus in order to report the necessary information accurately.

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